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BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH vs PGIM India Balanced Advantage Fund compare
BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH
PGIM India Balanced Advantage Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Fund | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | PGIM India Balanced Advantage Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | High | Very High |
| Asset Size (Cr) | ₹1278 Cr | ₹978 Cr |
| Min Investment | ₹500 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 08 Dec 2023 | 04 Feb 2021 |
| Category | Dynamic Asset Allocation | Dynamic Asset Allocation |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 50 Hybrid Composite debt 50:50 Index | CRISIL Hybrid 50+50 Moderate TRI |
| Turn Over | % | % |
| Expense Ratio | 2.09 | 2.18 |
| Manager | Siddharth Chaudhary | Puneet Pal |
| ISIN Code | INF0QA701680 | INF663L01V72 |
| Exits Load | Bajaj Finserv Balanced Advantage - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 180 days. There are no other charges./365 | PGIM India Balanced Advantage Fund - Growth charges 0.5% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 1 Month | -2.02% | -2.32% |
| 6 Month | -10.05% | -8.87% |
| 1 Year | -1.1% | 3.97% |
| 3 Year | - | 7.57% |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 6 Month | -5.9% | -5.8% |
| 1 Year | -11.11% | -8.84% |
| 3 Year | - | 6.01% |
| 5 Year | - | - |
Rolling Lumpsum Returns
| Scheme Name | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| 1 Year | 5.39% | 10.32% |
| 3 Year | - | 9.8% |
| 5 Year | - | - |
Risk Management
| Scheme Name | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Standard Deviation | - | 8.876% |
| Sharp | - | 0.244% |
| Beta | - | - |
| Alpha | - | - |
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Fund Managers
| Scheme Name | BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Name | Siddharth Chaudhary | Puneet Pal |
| Total AUM | ₹7136 Cr | ₹20950 Cr |
| Funds Managed | 8 | 19 |
| BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH | PGIM India Balanced Advantage Fund - Regular Growth |
Market Cap
| Scheme Name |
BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH |
PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Others | 15.51 | 34.77 |
| Large Cap | 81.32 | 48.73 |
| Small Cap | 2.14 | 5.51 |
| Mid Cap | 1.02 | 10.99 |
Sector Allocation
| Scheme Name |
BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH |
PGIM India Balanced Advantage Fund - Regular Growth |
|---|---|---|
| Others | 15 | 33.82 |
| Energy | 7.2 | 5.63 |
| Technology | 12.57 | 6.76 |
| Consumer Defensive | 10.31 | 5.03 |
| Industrials | 5.44 | 8.3 |
| Basic Materials | 6.39 | 3.5 |
| Financial Services | 21.41 | 19.03 |
| Healthcare | 10.13 | 5.6 |
| Consumer Cyclical | 6.55 | 7.01 |
| Communication Services | 3.46 | 3.41 |
| Utilities | 1.53 | 1.15 |
| Real Estate | - | 0.75 |
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